About this article
This article explains the Update Document functionality that becomes available after a document has been created by the end-user. Sections in this article:
What is Update Document?
Update Document is a functionality that appears after a document has been created by the end-user. After creation of a document, the end-user will have the possibility to update the created document based on either a new User Profile field selection or a new dynamic form field selection - if either of the two options have been configured dynamically in the template by an Admin.
To utilize the
Update Document functionality, you can use the
Update Document button located next to Templafy add-in under the "Home" tab:
You can also access the
Update Document button by opening the Library pane from the add-in. The
Update Document button appears in the top right corner in the task pane, like this:
How to use
Update Document based on User Profile fields?
- Create a document from Templafy in Word
- If the document is created from a dynamic template, the
Update Documentbutton appears in top ribbon next to Templafy add-in for easy access.
- Click on the button
- Edit information by changing values to a User Profile field that dynamically inserts content into the document. One example could be that a created document contains address information in the footer of the document containing some information about office location and based on a new, updated selection of office in the dropdown called Offices in the User Profile form, the document gets updated with the new selection of office and address.
- The current document is updated, replacing the address in the footer